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Centre for Policy on Ageing | |
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Where do older people go for financial advice and education?
— report | | Author(s) | Phil Lyon, Darren Mackin, Helen Welsh |
| Corporate Author | Royal Bank of Scotland Centre for the Older Person's Agenda - COPA, Queen Margaret University Edinburgh |
| Publisher | The Royal Bank of Scotland Centre for the Older Person's Agenda, Musselburgh, September 2007 |
| Pages | 47 pp |
| Source | Download (16/9/08): The Royal Bank of Scotland Centre for the Older Person's Agenda, Queen Margaret University Edinburgh, Musselburgh EH21 6UU. E-mail: copa@qmu.ac.uk Website: http://www.qmu.ac.uk/copa |
| Keywords | Financial services [older people] ; Advisory services [elderly] ; Consumer ; Case studies ; Projects. |
| Annotation | Life transitions such as bereavement affect older people who previously had few problems in organising their finances. This report on a project carried out as a Pro Bono initiative uses vignettes to illustrate the contingencies encountered by older people in trying to plan ahead financially. While it finds no single answer to improving advice and help for people with financial problems in old age, it notes these recommendations for strategic action: maintain easily accessible face-to-face support; design remote access systems with older people in mind; reduce problems at source; and promote financial planning. A progress report (2006, Appendix A), by Helen Welsh, presents vignettes indicative of inclusion or exclusion collected from advice organisations across the UK. (RH). |
| Accession Number | CPA-080917004 E |
| Classmark | J: IT: WY: 69P: 3E |
Data © Centre for Policy on Ageing |
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| ...from the Ageinfo database published by Centre for Policy on Ageing. |
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